Contacts & organization

Keep every customer, lead, and prospect in one searchable place — with the context your team needs to sell.

Unified contact database

One home for customers, opted-in leads, and prospects. Notes, tags, and relationship history stay with each record.

Tags & smart filters

Segment by industry, source, status, or custom tags. Build focused lists for outreach in seconds.

Fast search

Instantly find any contact, project, or email thread with fuzzy search across your whole workspace.

CSV & spreadsheet import

Drop in an export from any tool. Column mapping and de-duplication are handled for you.

Email outreach that feels personal

Send from your own mailbox with per-recipient merge fields. Every email arrives one-to-one, not blast-style.

Personalized templates

Reusable templates with merge fields like {{first_name}} and {{company}} so every send feels hand-written.

Send from your Outlook mailbox

Connect Outlook and send from your own address — better deliverability and replies land in your inbox.

Reply, open & click tracking

Automatic tracking shows who opened, clicked, replied, or unsubscribed — synced back to each contact.

Bulk campaigns, one-to-one delivery

Queue campaigns to a filtered list. Each email is personalized and sent individually — no mass-blast headers.

One-click unsubscribe

Compliant unsubscribe handling built in. Opt-outs are honored across your whole workspace.

Pipeline & deal tracking

Move projects through your stages and see exactly what needs attention today.

Visual sales pipeline

Drag-and-drop deals through custom stages. See value, owner, and next step at a glance.

Dashboard & stats

Contacts, emails sent, reply rates, won revenue, pipeline value — the numbers that matter, without a report builder.

Today view & follow-ups

See overdue, due today, and upcoming follow-ups. Schedule reminders so nothing slips.

AI Deal Coach

Suggestions on which deals to nudge, what to say next, and where your pipeline is stuck.

Quotes & proposals

Send branded quotes right from a contact record and track when they're opened.

Quote templates

Start from ready-made templates, or upload your own HTML. Preview before sending.

Shareable quote links

Send a secure link — no login required for the recipient. See when it's viewed.

AI & automation

Let the CRM do the tedious parts so your team stays on relationships.

AI-assisted imports

Paste messy lists, screenshots, or emails — AI extracts structured contacts and adds them to your CRM.

Email drafting help

Generate first drafts, rewrite tone, or summarize threads without leaving the contact view.

Scheduled follow-ups

Set future reminders with quick presets — tomorrow, next week, or a custom date.

Admin, billing & learning

Everything you need to run the account — plus training to get your team productive fast.

Simple billing

Manage your plan and payment method in-app. Upgrade, downgrade, or cancel anytime.

Secure by default

Row-level security, encrypted credentials, and per-user access controls on every workspace.

Salengine.io University

Short video lessons that walk your team through every feature — from import to first won deal.